How do I create a workshop job using Platinum Online?
Contents
Summary
This article explains how to create a new Workshop Job using Platinum Online.
Current versions of Platinum Online require an internet connection to use the option to add or copy a job.
More Information
This option allows you to create a new workshop job including selecting from your existing customer database and selecting an existing unit or creating a new unit. You may also copy an existing job
Please note you cannot create a new customer record using this option. |
- Log in to Platinum Online.
- Enter your 'Online ID' and 'Password' then click [Log in].
To check/set up your Platinum Online log in details, click here |
- Go to " Workshop Technician Activity".
- All Jobs your system is configured to display will be listed on screen.
Creating a New Job
- Click the [+] button beside the "Available Jobs" heading.
- At "Description" enter a brief description for the job e.g. Major Service.
- At "Customer" enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty.
- At "Unit", if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units.
- If their unit is listed you can select it.
- If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion.
- If the unit does not exist click [Create new unit] and enter the relevant details on screen. Click [Create Unit].
- Click [Create Job] to add the job to your system.
Copy an Existing Job
- Find the job to copy and click the 3 dots to the left of the existing job.
- Select the " Create Job (Copy)" option.
- At "Description" enter a brief description for the job e.g. Major Service.
- At "Customer" enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty.
- At "Unit", if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units.
- If their unit is listed you can select it.
- If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion.
- If the unit does not exist click [Create new unit] and enter the relevant details on screen. Click [Create Unit].
- Select the [Create Job] button.
- A new job will now be created and you can work on it as normal.
- If the job is for a customer or unit that is not currently known to the system then add brief details to the " Job Notes" section and select [Add Note].
Prior to invoicing; the job should be reviewed within desktop Platinum and the customer and unit details used to add or update your customer and unit records. |
Synchronising Platinum Online
Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Technician Activity] screen.
- Select [Refresh].
Log Out
At the end of each day you should log out of Platinum Online.
- Select the 3 bars () to the left of [Technician Activity].
- Select [Logout].
See also
- How do I connect to my Platinum Online?
- How do technicians connect to Platinum Online?
- How do I add parts to a workshop job using Platinum Online?
- How do I add pictures to a workshop job using Platinum Online?
- How do I record labour in the workshop using Platinum Online?
- How do I add notes to a workshop job using Platinum Online?
- How do I set a workshop job status using Platinum Online?
- How do I record a signature against a workshop job?